To create a new bill from Routable, click the New > Payment button at the top of the left side navigation in your Routable dashboard. This brings up the payment creation page.

In the Pay to section you can start typing the vendor name to bring up the vendor you would like to pay. Routable will automatically populate a list of existing vendor records for you to choose from, or you can create a new vendor.

Once you have your vendor selected, you can move on to the What for section and create the bill by clicking Create new bill.

Enter the details of the bill that you'd like to pay.

⭐️ Please note that the Reference is shared with your vendor, while the Memo is not. The memo is an internal field used for record-keeping and will show up in your ledger record for this payment.

After you have filled in your bill details, next are the Payment details where you will specify:

When all of your bill and payment information have been entered, click Send payment. 📫

To import existing bills from Sage Intacct to Routable, click the New > Payment button at the top of the left side navigation in your Routable dashboard. This brings up the payment creation page.

To pay an existing bill from Sage Intacct to a single vendor, start typing the vendor name in the Pay to section.

After you locate and select a vendor, any existing bills you have for them in Sage Intacct will automatically populate in the What for section.

To pay existing bills for multiple vendors at the same time, toggle the dropdown option in the top left corner of the page from Pay bills to a specific vendor to Import payment from Sage Intacct to multiple vendors.

Select one or more bills from the list and then scroll down to the Payment details section.

Here you will specify:

The payment method and receiving bank account will default to either the primary or preferred payment method for the vendor, depending on which one has been set up in Routable.

If no payment method exists yet, the payment defaults to allowing the vendor to select it.

When all of your bill and payment information have been entered, click the blue button at the bottom of the page to create your payments. 📫